How big is Karla M. RENO DBA Investment Plus' plan?

Karla M. RENO DBA Investment Plus' plan reported $603K in assets and 1 participants for 2024.

Original filing (PDF)20251002103351NAL0001032466001

Karla M. RENO DBA Investment Plus

Name: Karla M. RENO DBA Investment Plus — Investment Plus, Form 5500 (2024)
Creator: Karla M. RENO DBA Investment Plus
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Investment Plus 401(k) Plan

401(k) retirement plan · Karla M. RENO DBA Investment Plus' Investment Plus 401(k) Plan held $603K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$603K

Net assets (EOY)

$603K

Plan identifiers

Karla M. RENO DBA Investment Plus' EIN is 46-1782924.

EIN 46-1782924

Plan number 001

Plan year 2024

ACK ID 20251002103351NAL0001032466001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Karla M. RENO DBA Investment Plus from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Karla M. RENO DBA Investment Plus' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KARLA M. RENO DBA INVESTMENT PLUS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

KARLA M. RENO DBA INVESTMENT PLUS

EIN

all filings

Address

2555 SOUTH 11TH STREET · KALAMAZOO, MI · 49009

Phone

(269) 353-8267

Industry

Finance & Insurance

Plan administrator